Kempen appoints two portfolio managers to join the investment team

Jags Walia has been appointed as senior portfolio manager for infrastructure, while Ingmar Schaefer has been appointed as senior portfolio manager for European small caps.

In his previous career, Jags Walia worked as a senior portfolio manager for APG Asset Management, where he focused predominantly on energy sector shares. Prior to this position, he worked for Delta Lloyd Asset Management and Morgan Stanley. He will bring nearly 25 years of experience in the financial industry to his new post.

Ingmar Schaefer also worked as a senior portfolio manager for APG Asset Management, where he was responsible for a concentrated portfolio of European shares. In his earlier career, he gained experience as a portfolio manager at Delta Lloyd Asset Management. He has been active in the asset management industry for over 12 years.

Lars Dijkstra, Chief Investment Officer (CIO) at Kempen, stated: "Jags and Ingmar will be a great asset to Kempen. The expertise they will bring to the teams will contribute to the development of our recently launched infrastructure fund and our European small-cap fund. In addition, their experience in the field of ESG matches Kempen’s role as an engaged shareholder with a long-term focus very well."

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News & Knowledge

2019, 08 August

Private Markets Investor Letter

At the end of the second quarter, our participants have committed a total of EUR 98.7 million in capital to the Kempen Private Markets Fund. We have committed almost the same amount to ten partnerships and two direct co-investments – a well-diversified portfolio. In this quarter we allocated additional capital to three current investments in the portfolio, so that the allocations to the various categories are more in line with the target weights. We also saw a lot of activity at the underlying partnerships level and we are very satisfied with the build-up of the portfolio. All investments are focused on good value-creation strategies. We will elaborate on all of these topics in this quarterly report.

Investing with a purpose

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management N.V. (hereafter Kempen), Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

Kempen European Private Equity Fund acquires an interest in high-precision sheet metal processing company Wilvo Group.

Amsterdam, 23 July 2019. The Kempen European Private Equity Fund has acquired a significant direct interest in Wilvo Group B.V. (‘Wilvo Group’). Wilvo Group is a family business in the province of Brabant in the Netherlands that has evolved into a specialist in the processing of thin sheet metal and precision parts assembly.